This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$0Item 5.F on the latest filing (2017-08-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

2

Employees

2

Advisory employees

2

Accounts

0

SEC number

801-110079

CRD

287725

Filings on the tape

9

First filed

Feb 24, 2017

Latest filed

Aug 11, 2017

Organised

Limited Liability Company, Texas

• Occurred

  Jul 6, 2017
  Succession filed (Item 4)

  Total Wealth Partners reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 4 days ago
• Occurred

  Feb 24, 2017
  First Form ADV filing

  Total Wealth Partners filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c905bca5-d786-c408-8d27-2cf99668844a

First observed

Feb 24, 2017

Last observed

Aug 11, 2017 110 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.